Jason Schmitt (CFP®, CPWA®)

Jason Schmitt focuses in the
following client markets or areas of practice:

Business Owners

Charitable Giving

College/Education Planning

Corporate Executives

Entrepreneurs

Estate & Generational Planning Issues

Planning Specialties

Wealth Management, Socially Responsible Investing, Investment Management, Financial Planning

Additional Information

As Co-Founder and Head of Jacobson & Schmitt Advisors, I lead a team of propose-driven advisors who strive to create the most successful outcomes possible for clients, our communities, and the environment by helping investors envision and achieve a mission for their money.

Our team of genuine, truly caring professionals is dedicated to helping individuals and families optimize their wealth and invest their money in a way that will enhance their lives. We achieve this through a highly personalized and in-depth discovery process, objective and research-based advice, and socially responsible investment strategies all combined to create your “Money Mission Plan.”